# Trustees Of Associated Builders &amp; Contractors Insurance Trust 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-associated-builders-contractors-insurance-trust-521115752-501

> Trustees Of Associated Builders &amp; Contractors Insurance Trust&#39;s 401(k) plan: 6,468 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Associated Builders & Contractors Insurance Trust

- **Sponsor EIN:** 521115752

- **Sponsor Address:** 440 FIRST ST NW, WASHINGTON, DC, 20001

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 6,468

- **Total Assets:** $14.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6,468|$14.1M|$3.5M|$0|

| 2023|6,509|$13.6M|$3.5M|$0|

| 2022|6,438|$12.4M|$3.5M|$0|

| 2019|6,900|$12.2M|$2.8M|$0|

| 2018|6,977|$11.0M|$3.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ADAM T. BONSKY|Other Service Provider|$406,954|—|$406,954|

| PHIL GRISAH|Other Service Provider|$198,191|—|$198,191|

| WOODY JANG|Other Service Provider|$176,977|—|$176,977|

| KELLIE STEWART|Other Service Provider|$142,179|—|$142,179|

| LASHONDA P WILLIAMS|Other Service Provider|$133,191|—|$133,191|

| BARBARA PFAFFLY|Other Service Provider|$126,594|—|$126,594|

| KEVIN DUPONT|Other Service Provider|$113,462|—|$113,462|

| BOB WILKINS|Other Service Provider|$97,670|—|$97,670|

| SARA JOHNSON|Other Service Provider|$96,409|—|$96,409|

| ENITOR WILLIAMS|Other Service Provider|$87,849|—|$87,849|

| BILL HENSON|Other Service Provider|$85,973|—|$85,973|

| CHAUNCEY DELANEY|Other Service Provider|$84,353|—|$84,353|

| STEPHANIE GAMBLE-NECKER|Other Service Provider|$79,403|—|$79,403|

| TAUNYA R BURNETTE-GREENWOOD|Other Service Provider|$77,406|—|$77,406|

| ADAM FLEEK|Other Service Provider|$70,748|—|$70,748|

| MADELINE IGNASH|Other Service Provider|$68,408|—|$68,408|

| ZYWAVE|Other Service Provider|$61,997|—|$61,997|

| JOSHUA LINDEMAN|Other Service Provider|$60,448|—|$60,448|

| BENEFITS COMPLIANCE SOLUTIONS, LLC|Other Service Provider|$54,450|—|$54,450|

| STEPHANIE CRAGHEAD|Other Service Provider|$51,869|—|$51,869|

| ARMANINO, LLP|Other Service Provider|$47,191|—|$47,191|

| MICHAEL ERASMUS|Other Service Provider|$45,000|—|$45,000|

| ALLIANCE BERNSTEIN|Other Service Provider|$39,993|—|$39,993|

| ANDREA WHITENIGHT|Other Service Provider|$30,900|—|$30,900|

| CHETU, INC.|Other Service Provider|$28,780|—|$28,780|

| JUNIOR MONTEIRO|Other Service Provider|$23,615|—|$23,615|

| TRAVELERS INSURANCE COMPANY|Other Service Provider|$21,519|—|$21,519|

| AGENCYBLOC|Other Service Provider|$20,886|—|$20,886|

| JULIET DILL|Other Service Provider|$19,262|—|$19,262|

| METROPOLITAN LIFE INSURANCE|Other Service Provider|$18,631|—|$18,631|

| CONSTRUCTION EXECUTIVE|Other Service Provider|$18,000|—|$18,000|

| WELLS FARGO|Other Service Provider|$14,762|—|$14,762|

| QUADIENT LEASING|Other Service Provider|$13,468|—|$13,468|

| BERNARD HEALTH|Other Service Provider|$12,140|—|$12,140|

| PATRIOT BENEFIT SERVICES|Other Service Provider|$11,787|—|$11,787|

| COMPASS BENEFIT SEPCI, INC.|Other Service Provider|$10,308|—|$10,308|

| ZOOM|Other Service Provider|$10,171|—|$10,171|

| LAUNCHATX|Other Service Provider|$9,600|—|$9,600|

| ROBERT MILLER|Other Service Provider|$7,781|—|$7,781|

| HUDSPETH BENEFITS GROUP|Other Service Provider|$7,401|—|$7,401|

| LAPIN LAW FIRM|Other Service Provider|$7,356|—|$7,356|

| ALISON MORANT|Other Service Provider|$7,000|—|$7,000|

| COMPLETE MARKETING CONCEPTS|Other Service Provider|$6,568|—|$6,568|

| GALLOWAY-CHANDLER-MCKINNEY INS.|Other Service Provider|$5,490|—|$5,490|

| CLAIRE VIRTUE|Other Service Provider|$5,480|—|$5,480|

| IRON MOUNTAIN|Other Service Provider|$5,182|—|$5,182|

| QUICKBOOKS|Other Service Provider|$5,099|—|$5,099|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,727,901

- **Estimated Expense Ratio:** 19.393% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,334,724|$53,332|$348,743|$53,741|—|

| 2023|$4,459,920|$52,480|$115,397|$41,608|—|

| 2022|$4,050,973|$87,754|$163,642|—|$160,416|

| 2019|$2,169,727|$79,603|—|—|$133,325|

| 2018|$2,756,286|$82,472|—|—|$135,594|

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